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Setting the Document and Email Templates on a Pre-Build
Setting the Document and Email Templates on a Pre-Build

These are automatically used when a quotation, job/order, etc., is created from the pre-build.

Updated this week

1. Click on the Cog

2. Click "Prebuilds"

3. Click on the module you want to work on

4. Edit a pre-build or create a new one

5. Click "Choose Templates"

6. Change or set the first document template

7. Tick to finalize the selection

8. To add more templates, click "Add Page"

9. Select the additional template

10. To set the default email, click here

11. Select the required template

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